SPIA
USMC icon

Steward Partners Investment Advisory’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Steward Partners Investment Advisory’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$836K Buy
11,275
+284
+3% +$20.2K ﹤0.01% 1401
2026
Q1 		$707K Buy
10,991
+229
+2% +$15.3K ﹤0.01% 1339
2025
Q4 		$737K Sell
10,762
-526
-5% -$36K ﹤0.01% 1217
2025
Q3 		$770K Sell
11,288
-198
-2% -$12.8K ﹤0.01% 1171
2025
Q2 		$719K Buy
11,486
+10,315
+881% +$600K 0.01% 1132
2025
Q1 		$66.5K Buy
1,171
+871
+290% +$52.3K ﹤0.01% 2233
2024
Q4 		$18K Buy
+300
New +$17.7K ﹤0.01% 2844
2021
Q2 		– Sell
-160
Closed -$5.91K – 7413
2021
Q1 		$5.91K Buy
+160
New +$5.78K ﹤0.01% 2971

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Steward Partners Investment Advisory's USMC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 2.6% in Q2 2026, buying an estimated $20.2K and bringing the position to 11,275 shares worth $836K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Steward Partners Investment Advisory first reported a position in USMC in Q1 2021 and has held it in 8 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Steward Partners Investment Advisory held 11,275 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $836K as of Q2 2026.
  • Steward Partners Investment Advisory bought 284 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $20.2K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1401 holding.
  • Steward Partners Investment Advisory first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2021 and has held it in 8 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.